Install the unmanaged package from the prework if you haven't already. Configure a named credential and remote site according to the specifications outlined in the business requirements. Enter the billing service credentials in the custom setting. install the Step 1 - unmanaged package present in a use case in your org for all users.
What's the best way to look at trends and key metrics from your org? Dashboards and reports of course! Dashboards will show a visualization of reports, which allow you to gain better insight into your metrics. There are tons of dashboards and reports on the Salesforce Platform.
Create the appropriate profiles to meet the business requirements. Name the profiles after team names: Field Sales User, Inside Sales User, and Sales Executive User. Install the Trailhead Security superbadge managed package.
Customer relationship management (CRM) is the process used to ensure that your customers' experience is optimal. After all, customers are the most crucial resource for a business, so they should be devoting a lot of effort into keeping them happy. Having the right system in place is essential.